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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,710 | $99,345-82.2% | $84,753-79.1% | $273,972-93.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.17% | 22.93%-16.8pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,364 | $4,214-67.6% | $3,574-61.8% | $4,869-72.0% |
| Participant deferral / active EE | $1,059 | $4,270-75.2% | $3,712-71.5% | $5,287-80.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |